+34.0%
CDE vs SPOT
-25.0%
+59.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -3.1% | -3.1% | 0.0% | -2.4% |
| 30D | +9.5% | +7.4% | +2.1% | +7.5% |
| 3M | +25.5% | +8.2% | +17.3% | +22.7% |
| 6M | -7.9% | +2.2% | -10.1% | -8.6% |
| YTD | +15.6% | -9.5% | +25.0% | +15.4% |
| 1Y | +34.0% | -23.8% | +57.9% | +35.6% |
| All | +34.0% | -25.0% | +59.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling